I like this CRM

What are the best aspects of this product?

Amazing structure and unique layers, plus the fact that we get to customize and edit things our way. The software is user-orientated, with a friendly interface that converts my work in a pleasant experience. They provide a very interesting dashboard that has that familiar Windows vibe, so I don't think there will be a user who can't get hands on it in few hours.

What aspects are problematic or could work better?

It is not perfect, obviously, but the few bugs we came across in the last year were nothing compared to its efficiency. We notified the support team about it, and they reacted on time, so I even feel there is no such problem that could spoil my Workbooks experience. There is nothing to hate about it, I assure you.

What specific problems in your company were solved by this product?

Storing documents in an organized way, and tracking our contacts. The system is very accurate, performing flawlessly in all sections and departments. There is no confusion, because we all communicate to solve issues together, and the reason why we can actually do this is that we get to see everything that is going on. Functionality spreads all the way from the dashboard to the reporting tool, which puts it on top of my list of most useful programs. The company made a very smart choice to purchase it, and the most visible benefit of it is that we save time by doing things automatically.

Are you a current user of this product?

Yes